Senior Account Manager

2 days ago

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Addepar

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Addepar is a leading provider of technology for the wealth management industry.

501 - 1000

💰 $130M Corporate Round on 2021-11

Description

• Work cross-functionally to drive revenue growth across a portfolio of clients through renewals & additional products • In conjunction with the Client Engagement & Success Management (CESM) team, cultivate relationships across your portfolio of assigned clients, connecting with key business executives from C-level on down. • Partner with the CESM team to deliver scheduled business reviews to key business contacts to increase awareness and growth around the full suite of Addepar products. • Develop a strategic and targeted approach to attain and exceed annual sales quota and net retention targets. • Maintain accurate forecasting and pipeline management • Lead renewal process • Use Salesforce effectively to run the sales process from lead generation to closing and maintaining relevant data

Requirements

• 8+ years of account management experience • Track record of successfully implementing sales strategies, meeting and exceeding goals • Strong executive presence and ability to successfully navigate all levels of highly matrixed organizations • Experience developing and selling sophisticated business solutions at the C-Suite level • Outstanding communication and presentation skills to C-level executives • Ability to influence internal and external decision-makers and get results • Strong time management and prioritization skills • Demonstrates strong customer focus • Work constructively with others to build consensus • Experience working in Financial Services or Fintech preferred

Benefits

• bonus • equity • benefits.